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2 weeks ago
This position is responsible for coordinating with Relationship Managers to provide sales support and ensure smooth loan transactions. The Commercial Pre-Closing Specialist will review loan submissions, verify financial information, and communicate with the RM to gather additional information as needed.
The ideal candidate will possess strong analytical and problem-solving skills, with excellent verbal and written communication skills. They should be highly organized, able to meet deadlines, and have experience working in a fast-paced office environment. A bachelor's degree or equivalent experience in a related field is preferred.
Main Responsibilities:
- Review and input loan submissions in CML, including reviewing financial information, ownership, loan structure, and compliance needs
- Communicate with RMs to gather additional information necessary to deem the application complete and ready for underwriting
- Complete loan pre-closing tasks, including ordering appraisals, environment reports, and title/UCC searches
- Collaborate with RMs to ensure all conditions precedent to closing are met
Additional Requirements:
- Highly organized with strong attention to detail
- Strong analytical and problem resolution skills
- Excellent verbal and written communication skills
- Able to meet deadlines
Culture Leadership:
- Effective communication with individuals and groups
Execution Leadership:
- Attention to detail: completes work thoroughly and accurately
- Problem solving/decision making: seeks to identify what caused the issue and incorporates input from multiple sources
Client Leadership:
- Client focus: puts the client at the center of all decisions
Key Measures of Success/Key Deliverables:
- Service: Provides high level of service to RMs
- Speed – Delivers product within service level expectations
- Accuracy – Delivers product without errors
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